IVZ monthly performance report
Monthly IVZ research: returns, drawdown, relative strength, seasonality, and key stats.
IVZ monthly report
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Key takeaways
- Invesco (IVZ) closed August 2026 at $32.01, up 8.14% for the month and +51.20% over the trailing 12 months.
- Year-to-date, IVZ is +21.85%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +22.11% versus its 200-day moving average ($26.21), a bullish technical signal.
- Over the past three years, IVZ has outperformed the S&P 500 by +19.97%, with a relative strength index reading of 110.4.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Invesco ended August 2026 at $32.01, posting a monthly return of +8.14%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +5.10%.
The current quarter stands at +14.74% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +22.11% versus the 200-day moving average ($26.21).
Year-to-date, IVZ is +21.85% against SPY +12.89%, a gap of +8.96%. The stock is currently −1.33% below its 52-week high, with maximum 3-year drawdown at −37.23%.
| Period | IVZ | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.03% | −0.20% | +0.23% |
| 1 Week | +8.77% | +3.90% | +4.86% |
| 1 Month | +8.14% | +3.05% | +5.10% |
| 3 Months | +22.13% | +7.11% | +15.01% |
| 6 Months |